Crusonia Wealth Advisors’s Coca-Cola KO Stock Holding History

Crusonia Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$407K	Buy	5,003 +844	+20%	+$66.7K	0.07%	162
2026 Q1	$316K	Buy	4,159 +61	+1%	+$4.61K	0.07%	154
2025 Q4	$287K	Buy	+4,098	New	+$286K	0.06%	149

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Crusonia Wealth Advisors's KO Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its Coca-Cola (KO) stake by 20% in Q2 2026, buying an estimated $66.7K and bringing the position to 5,003 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #162.

Crusonia Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,776 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Crusonia Wealth Advisors held 5,003 shares of Coca-Cola worth $407K as of Q2 2026.
Crusonia Wealth Advisors bought 844 Coca-Cola shares in Q2 2026, an estimated $66.7K.
Coca-Cola made up 0.07% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Crusonia Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
1,776 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.